See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,944 | $85,006+222.3% | $76,190+259.6% | $145,922+87.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 17.64% | 13.11%+4.5pp | 13.78%+3.9pp | 561.29%-543.6pp |
| Employer contribution / active EE | $8,984 | $5,265+70.7% | $4,578+96.2% | $4,660+92.8% |
| Participant deferral / active EE | $4,705 | $6,392-26.4% | $5,474-14.0% | $6,688-29.6% |
| Admin fee / account holder | $20,945 | $5,760+263.6% | $5,123+308.8% | $13,397+56.3% |